Senior Wealth Planner
Location: Brighton
Salary: Up to £120,000 depending on experience
Apply: joc@financialdivisions.co.uk
My client, a boutique and highly regarded wealth management firm based in Brighton, is seeking an experienced Senior Wealth Planner to join their growing business. This is a rare opportunity for a confident and capable adviser to work with an exceptional client base—primarily high-net-worth individuals, families, business owners, and retirees—with typical portfolios averaging £1 million in AUM.
With over £150 million currently under management, the firm is focused on delivering truly bespoke, client-first advice. This position offers a collaborative, professional environment where integrity and high standards are central to every client relationship.
The ideal candidate will bring a strong personal track record in financial planning and be comfortable leading relationships with 150+ families or connections. While this role does not come with an immediate client bank, the firm is particularly interested in advisers who can bring existing relationships or assets with them—especially those without restrictive covenants. For the right individual, there is potential to earn into equity through the value of their client book.
Key Responsibilities:
- Deliver comprehensive financial planning solutions across pensions, investments, estate planning, and tax optimisation.
- Build and manage relationships with a sophisticated HNW client base, focused on long-term strategic advice.
- Proactively develop new client relationships through referrals, networks, and personal business development.
- Collaborate closely with investment managers and internal teams to deliver seamless client service.
- Maintain the highest standards of ethics, discretion, and technical proficiency.
Requirements:
- Proven experience as a Financial Planner or IFA, with a background in servicing HNW clients.
- Chartered or near-Chartered status strongly preferred.
- A demonstrable ability to generate or bring client relationships and assets.
- Comfortable working in a self-driven environment with a strong sense of professional responsibility.
What’s on Offer:
- A basic salary of up to £120,000 depending on experience and background.
- A flexible and tailored bonus/validation structure based on the role, client base, and earning potential.
- The opportunity to earn into equity based on the value of any client book brought over.
- A professional, forward-thinking team culture.
- Significant autonomy and strategic input within a growing business.
If you are a senior adviser with high standards, deep technical capability, and the ability to build or bring valuable relationships, this is a firm where your impact will be truly recognised.
To apply or learn more in confidence, please contact joc@financialdivisions.co.uk.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Wealth Planner (Brighton) in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Financial Divisions. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Financial Divisions.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Financial Divisions. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Financial Divisions and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Financial Divisions how you can be a team player!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Financial Divisions.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Financial Divisions's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
